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Tolleson Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

Tolleson Wealth Management’s Portfolio IPAC Stock Details IPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-115,581
Closed -$5.85M – 47
2018
Q4 		$5.85M Buy
+115,581
New +$6.25M 3.44% 10

Other funds holding IPAC

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Tolleson Wealth Management's IPAC Position: Q1 2019 in Review

Tolleson Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2019, closing a stake of 115,581 shares — an estimated $5.85M sold.

Tolleson Wealth Management first reported a position in IPAC in Q4 2018 and held it in 1 quarter. The position peaked at $5.85M in Q4 2018. 92 funds tracked by Wall St. Rank hold IPAC as of Q1 2019.

  • Tolleson Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2019 after selling out during the quarter.
  • Tolleson Wealth Management sold 115,581 iShares Core MSCI Pacific ETF shares in Q1 2019, an estimated $5.85M.
  • Tolleson Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q4 2018 and held it in 1 quarter.
  • Tolleson Wealth Management's iShares Core MSCI Pacific ETF position peaked at $5.85M in Q4 2018.
  • 92 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2019.

Based on Tolleson Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.